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West Financial Advisors, LLC: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Financial Advisors, LLC on VTEB, newest first. How the timeline and the estimate are built.

West Financial Advisors, LLC held 1,110,601 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,110,601 shares
    Change vs previous 13F +15,756 shares

    8.53% of the 13F portfolio, value $56,174,199.

    13F-HR 0001843684-26-000003 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,094,845 shares
    Change vs previous 13F +20,806 shares

    9.27% of the 13F portfolio, value $54,621,818.

    13F-HR 0001843684-26-000002 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,074,039 shares
    Change vs previous 13F -61,706 shares

    9.11% of the 13F portfolio, value $54,013,422.

    13F-HR 0001843684-26-000001 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,135,745 shares
    Change vs previous 13F -1,957 shares

    9.4% of the 13F portfolio, value $56,866,753.

    13F-HR 0001843684-25-000007 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,137,702 shares
    Change vs previous 13F +51,680 shares

    9.71% of the 13F portfolio, value $55,781,530.

    13F-HR 0001843684-25-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,086,022 shares
    Change vs previous 13F +83,560 shares

    10.24% of the 13F portfolio, value $53,888,412.

    13F-HR 0001843684-25-000003 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,002,462 shares
    Change vs previous 13F +35,034 shares

    9.69% of the 13F portfolio, value $50,253,421.

    13F-HR 0001843684-25-000001 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 967,428 shares
    Change vs previous 13F not available

    9.54% of the 13F portfolio, value $49,454,920.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).